-47.1%
WD vs VOO
+21.4%
-68.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.0% | +3.0% | +3.0% |
| 7D | +3.5% | +0.3% | +3.2% | +3.3% |
| 30D | -18.2% | +0.2% | -18.4% | -18.3% |
| 3M | -12.3% | +2.8% | -15.1% | -14.4% |
| 6M | -10.4% | +14.3% | -24.7% | -21.6% |
| YTD | -27.5% | +14.0% | -41.5% | -36.1% |
| All | -47.1% | +21.4% | -68.5% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling